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How to cancel an order that has not yet been picked

Learn how to cancel orders that has not yet been picked

By Lee Higgins

In this Guide you will learn on how to cancel an order that hasn't been picked by the Warehouse Team.

After this guide you should be able to:

  • Confidently edit the sales order allocation to ensure the stock gets returned to it's correct bin location.

  • Confidently cancel an order.

Canceling the order.

1
Click onto the "Despatch" module in the main navigation sidebar, this should bring you to the "Orders Requiring Picking".
Step #1: Click onto the "Despatch" module in the main navigation sidebar, this should bring you to the "Orders Requiring Picking".
2
This should take you straight to the "Orders Requiring Picking" screen. This will show you all the active orders that are currently waiting to be picked
Step #2: This should take you straight to the "Orders Requiring Picking" screen. This will show you all the active orders that are currently waiting to be picked
3
Type in the order number you are trying to find in the "Order no." field.
Step #3: Type in the order number you are trying to find in the "Order no." field.
4
Once you have found your order click and select it. (The order will be highlighted blue once selected.)
Step #4: Once you have found your order click and select it. (The order will be highlighted blue once selected.)
5
Once selected press the "Edit Sales Order" button, which can be located at the top of the screen.
Step #5: Once selected press the "Edit Sales Order" button, which can be located at the top of the screen.
6
A new screen like this should appear, as you can see the cancel order button is greyed out, this is due to stock still being allocated to the order.
Step #6: A new screen like this should appear, as you can see the cancel order button is greyed out, this is due to stock still being allocated to the order.
7
To deallocate stock from a sales order press "Allocation"
Step #7: To deallocate stock from a sales order press "Allocation"
8
These 3 buttons should now appear on the bottom left of the screen, press the middle one.
Step #8: These 3 buttons should now appear on the bottom left of the screen, press the middle one.
9
A new screen should now appear, to delete the allocation from a product line you want to press the "Delete" button located at the bottom left of the screen. make sure that you do this for every line otherwise you will not be able to cancel the order.
Step #9: A new screen should now appear, to delete the allocation from a product line you want to press the "Delete" button located at the bottom left of the screen. make sure that you do this for every line otherwise you will not be able to cancel the order.
10
Click Close to exit the allocations window and return to the main order screen.
Step #10: Click Close to exit the allocations window and return to the main order screen.

Cancelling the Order

11
After closing out of the the "Allocation lines" tab the"Mark order as cancelled" will now be available, press the button to cancel the order.
Step #11: After closing out of the the "Allocation lines" tab the"Mark order as cancelled" will now be available, press the button to cancel the order.